Macquarie Group’s Post

Highly concentrated supply chains for critical minerals such as lithium, nickel, copper, and cobalt could derail #CleanEnergy investment plans and global climate ambitions if they are not expanded speedily and sustainably. Learn more in our latest perspective: https://macq.co/6045raKYU

Trump vs Harris: What is at Stake for Critical Minerals? Benchmark Minerals: The 2024 US presidential election will have significant consequences for critical mineral demand and the electric vehicle (EV) supply chain. A Trump victory may weaken EV adoption, reducing demand for critical minerals like lithium and nickel, while Harris aims to strengthen Biden's green policies, supporting EV production and subsequently boosting critical mineral demand. This report dives into four potential scenarios and reviews what’s at stake for the future of US trade, climate policies, and critical mineral to EV battery supply chain dynamics under either administration. https://lnkd.in/gXg_HDZY

Darren Lockyer and I sat down with Dan Petrie and Shae Russell from Mining.com.au recently to discuss the #coal industry in detail. From the industry's massive economic contribution to Queensland through to how it sustains regional jobs and communities, there is no escaping that a strong coal industry is critical for us all. It needs public and government support now and decades in to the future. Jobs For Mining Communities Mining Pro

Mineral wealth is the new wealth. Nearing US$320 billion when it comes to energy transition minerals - similar in size to iron ore mining alone according to IEA. On the one hand there are countries rushing to mine and extract essential minerals. On the other, there are countries rich in minerals and strategically located at the intersection of global trade routes that keep suffering from geopolitical headwinds. When is the tension between the need for global energy transition and the demand for rapid investment in greenfield development going to unlock sustained capital flows? Saleem H. Ali suggests creating a 'mineral trust': a commodity-based market mechanism that would address mineral stock and new flows, provide a control for the price of mineral resources, and allow for recycling put through to get back into stockpile quality - a secondary market for the original mineral. Now, where would you invest first, yet another renewable energy fund or a mining enablers investment vehicle? 🎬 https://lnkd.in/dDkTQqEY #TEDtalk #mining #investing Sustainable Minerals Institute 🙏 Thank you Maureen Kline for flagging it!

🌍 Coal's Critical Role in Queensland's Economy In this latest discussion, we sit down with two key figures from Queensland’s coal industry— Grant Wechsel, Chairman of Mining Pro, and former NRL legend Darren Lockyer, now a businessman and board member of Jobs For Mining Communities. Hosted by Shae Russell and “Data” Dan Petrie, this conversation explores: -The economic impact of Queensland’s metallurgical coal on global steel production -How coal sustains regional communities -The political landscape surrounding coal royalties ahead of the state elections 🎥 Watch the full discussion now and discover why coal remains vital to Queensland’s economy! #CoalMining #QueenslandEconomy #MiningPro #JobsForMining #AustraliaMining #EconomicImpact

The establishment of resilient and sustainable critical minerals supply chains is of strong geopolitical interest to many governments. However, establishing such supply chains poses trade-related challenges, which governments and stakeholders along the critical minerals value chain may have to consider. Read more here: https://ow.ly/nIrO50TFBXM #criticalminerals #supplychain

Do you know how many total tons of gold we have mined today? They say that we have mined about 197 300 tonnes of gold. I was thinking about it while looking for information about the footprint to mine 1 gram of gold. Sometimes when something is tiny we underestimate the impact. They say that the climate impact of mining 1 gram of gold is 25,7kgs of CO2. It means that all the gold we have mined has created 5+ billion tonnes of CO2. To absorb that we need around 5.5 million hectares of forest to grow 30 years min and turn into materials afterward. The country (Estonia) I live in is less than 5 million hectares. The cool thing is that to reuse what we have mined the climate footprint would be almost zero and I do not even speak about the environmental gains. This shows how powerful a circular economy can be for environmental gains if it works well :) Thinking about how something is produced and what surrounds us is an interesting way to understand how the world operates.

This is a really interesting piece about a key cog in the energy transition machinery. Please let us know your thoughts! The establishment of resilient and sustainable critical minerals supply chains is of strong geopolitical interest to many governments. However, establishing such supply chains poses trade-related challenges, which governments and stakeholders along the critical minerals value chain may have to consider. https://ow.ly/BQtH50THCsN #whitecase #minerals #SupplyChains

This is a really interesting development... The Canadian government stepping in to purchase rare earth's to prevent them being sold to China. There are so many questions about this strategy... 1) Why didn't the government just restrict the trade instead of buying the product? 2) Does the government become a commodities trader now? 3) Pricing strategy? They would need to pay the same or more than China to make the company viable. 4) Does the government have a downstream buyer? The output from the refinery would likely go to China anyway. 5) Does the government plan to do this elsewhere? That would potentially be seen negatively unless they paid a premium to the market rate.

Discover the dynamics of the #energytransition in our latest blog. Understand the shifts in demand and supply for critical minerals like lithium and nickel, and how policy and price signals are shaping the market. Dive into the insights with Wood Mackenzie. Read more: https://lnkd.in/eEj9XnW5